HOGNYSEMotorcycles, Bicycles & PartsFiscal year ends December 31
HARLEY-DAVIDSON, INC.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 5, 2026
$26.73−0.03 (-0.11%)
Close on Oct 19, 2026
- Market cap
- $2.90B
- P/E (TTM)
- 16.0
- Dividend yield
- 2.69%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
100.0%
109M of 104M shares
Institutional holders
436
95 new, 49 sold out
Net institutional buying
2M
In Q2 2026
Insider trades, 12 months
6 buys · 10 sales
Net bought $1.05M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| DSCO Value Fund, L.P. | 9,279,072 | 8.80% | 13G (passive) | Jun 30, 2026 |
| Dimensional Fund Advisors LP | 6,835,139 | 5.40% | 13G (passive) | Dec 31, 2024 |
| Vanguard Capital Management | 5,955,697 | 5.32% | 13G (passive) | Mar 31, 2026 |
| Vanguard Portfolio Management | 5,668,842 | 5.38% | 13G (passive) | Jun 30, 2026 |
| Stowers Institute for Medical Research | 5,351,228 | 5.10% | 13G (passive) | Jun 30, 2026 |
| H Partners Management, LLC | 11,300,000 | 9.10% | 13D (active) amendment | Apr 7, 2025 |
| BlackRock, Inc. | 10,554,876 | 9.40% | 13G (passive) amendment | Mar 31, 2026 |
| Donald Smith & Co., Inc. | 10,016,874 | 9.00% | 13G (passive) | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of HOG | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 10,196,018 | 9.80% | $249.39M | −409,784 | 0.00% |
| Donald Smith & Co., Inc. | 9,279,072 | 8.92% | $226.97M | −737,802 | 4.00% |
| Dimensional Fund Advisors LP | 5,968,319 | 5.73% | $145.98M | +123,378 | 0.03% |
| Vanguard Portfolio Management LLC | 5,625,072 | 5.40% | $137.59M | +341,498 | 0.01% |
| American Century Companies Inc | 5,351,228 | 5.14% | $130.89M | +594,794 | 0.06% |
| Lsv Asset Management | 5,081,044 | 4.88% | $124.28K | −92,980 | 0.23% |
| Vanguard Capital Management LLC | 4,747,108 | 4.56% | $116.11M | −313,854 | 0.00% |
| FIFTHDELTA Ltd | 4,372,149 | 4.20% | $106.94M | +2,241,849 | 12.54% |
| State Street Corp | 4,236,174 | 4.07% | $103.62M | +440,901 | 0.00% |
| Geode Capital Management, LLC | 2,995,865 | 2.88% | $73.29M | +710,288 | 0.00% |
| Aqr Capital Management LLC | 2,615,019 | 2.51% | $63.83M | +1,021,890 | 0.02% |
| D. E. Shaw & Co., Inc. | 2,273,686 | 2.18% | $55.61M | +1,130,141 | 0.03% |
| Jane Street Group, LLC | 2,106,977 | 2.02% | $51.54M | +1,271,639 | 0.00% |
| Gate City Capital Management, LLC | 1,972,970 | 1.90% | $48.26M | −296,446 | 12.51% |
| UBS Group AG | 1,946,037 | 1.87% | $47.60M | −909,177 | 0.01% |
| Two Sigma Investments, LP | 1,858,544 | 1.79% | $45.46M | −1,183,906 | 0.03% |
| Bank Of America Corp /De/ | 1,842,376 | 1.77% | $45.06M | +106,998 | 0.00% |
| Morgan Stanley | 1,836,693 | 1.76% | $44.93M | −53,841 | 0.00% |
| Third Avenue Management LLC | 1,480,880 | 1.42% | $36.22M | +18,210 | 5.79% |
| Invesco Ltd. | 1,380,067 | 1.33% | $33.76M | +705,986 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 436 | 109M | 100.0% | 95 / 125 | 123 / 49 | 18M | 15M |
| Q1 2026 | 398 | 107M | 100.0% | 81 / 135 | 94 / 63 | 38M | 28M |
| Q4 2025 | 388 | 108M | 100.0% | 65 / 106 | 148 / 74 | 20M | 16M |
| Q3 2025 | 403 | 104M | 99.7% | 52 / 128 | 126 / 41 | 9M | 13M |
| Q2 2025 | 396 | 108M | 100.0% | 59 / 123 | 142 / 50 | 11M | 16M |
| Q1 2025 | 390 | 113M | 100.0% | 57 / 127 | 122 / 69 | 10M | 13M |
| Q4 2024 | 409 | 116M | 100.0% | 67 / 93 | 163 / 73 | 12M | 13M |
| Q3 2024 | 420 | 117M | 100.0% | 66 / 124 | 134 / 54 | 22M | 9M |
| Q2 2024 | 411 | 115M | 100.0% | 64 / 116 | 130 / 62 | 9M | 14M |
| Q1 2024 | 412 | 120M | 100.0% | 57 / 122 | 127 / 60 | 10M | 9M |
| Q4 2023 | 420 | 119M | 100.0% | 66 / 111 | 143 / 57 | 12M | 8M |
| Q3 2023 | 415 | 114M | 100.0% | 48 / 116 | 156 / 56 | 7M | 10M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of HOG | Value | % of fund | As of |
|---|---|---|---|---|---|
| Avantis U.S. Small Cap Value ETF | 4,449,021 | 4.27% | $107.58M | 0.40% | May 31, 2026 |
| iShares Core S&P Mid-Cap ETF | 3,596,579 | 3.46% | $87.97M | 0.07% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 3,344,348 | 3.21% | $81.80M | 0.00% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 2,412,140 | 2.32% | $59.00M | 0.03% | Jun 30, 2026 |
| Vanguard Selected Value Fund | 2,211,318 | 2.12% | $54.27M | 0.78% | Jul 31, 2026 |
| Vanguard Small-Cap Value Index Fund | 1,529,315 | 1.47% | $37.41M | 0.06% | Jun 30, 2026 |
| Aegis Value Fund | 1,369,000 | 1.32% | $33.49M | 2.97% | Jun 30, 2026 |
| U.S. Small Cap Value Portfolio | 1,334,047 | 1.28% | $32.74M | 0.17% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 1,205,549 | 1.16% | $29.49M | 0.03% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 1,153,275 | 1.11% | $28.30M | 0.08% | Jul 31, 2026 |
| iShares Russell 2000 ETF | 1,147,195 | 1.10% | $28.06M | 0.03% | Jun 30, 2026 |
| Third Avenue Value Fund | 1,027,723 | 0.99% | $25.22M | 2.52% | Jul 31, 2026 |
| Invesco S&P MidCap Quality ETF | 766,486 | 0.74% | $18.81M | 0.35% | Jul 31, 2026 |
| U.S. Targeted Value Portfolio | 679,173 | 0.65% | $16.67M | 0.10% | Jul 31, 2026 |
| Dimensional U.S. Targeted Value ETF | 665,992 | 0.64% | $16.34M | 0.11% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Artie Starrs | President & CEO, Director | 25,000 | 0.02% | Aug 11, 2026 |
| Jochen Zeitz | President and CEO, Director | 676,189 | 0.65% | Feb 11, 2025 |
| Jonathan R. Root | CFO and CCO | 41,470 | 0.04% | Sep 2, 2026 |
| Gayle Littleton | CLO, CCO, CAO & Corp Sec | 7,500 | 0.01% | Aug 13, 2026 |
| Paul J. Krause | Chief Legal Officer | 30,610 | 0.03% | May 13, 2026 |
| Charles Do | Sr. Vice President, HDFSI | 183 | 0.00% | Mar 16, 2026 |
| Tori Termaat | Chief Human Resources Officer | 18,038 | 0.02% | Feb 26, 2026 |
| Bryan Niketh | Chief Operations Officer | 4,249 | 0.00% | Feb 26, 2026 |
| Matthew A. Ryan | Chief Marketing & Tech. Off. | – | – | Feb 26, 2026 |
| Glen Koval | SVP Motorcycle Development | 15,741 | 0.02% | Feb 26, 2026 |
| Luke Christopher Mansfield | Chief Commercial Officer | 12,501 | 0.01% | Nov 24, 2025 |
| Jagdish Krishnan | Chief Digital Officer | 26,759 | 0.03% | Feb 11, 2025 |
| Daniel J. Nova | Director | 52,773 | 0.05% | Sep 28, 2026 |
| Allan C. Golston | Director | 7,310 | 0.01% | May 26, 2026 |
| Lori Ann Flees | Director | 17,223 | 0.02% | May 26, 2026 |
| Matthew J. Reintjes | Director | 2,479 | 0.00% | May 26, 2026 |
| Troy Alstead | Director | 41,249 | 0.04% | May 26, 2026 |
| Maryrose Sylvester | Director | 27,890 | 0.03% | May 26, 2026 |
| Rafeh Masood | Director | 13,495 | 0.01% | May 26, 2026 |
| Jr James D. Farley | Director | 22,220 | 0.02% | May 18, 2026 |
| Sara L. Levinson | Director | 4,647 | 0.00% | May 16, 2025 |
| Norman Thomas Linebarger | Director | 29,066 | 0.03% | May 16, 2025 |
| Bryan Andrew Beck | – | 1,377 | 0.00% | Apr 8, 2026 |
| Mark R. Kornetzke | – | 10,054 | 0.01% | Feb 11, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Daniel J. Nova Director | Sep 24, 2026 | Option exercise | +5,168 | – | – | 52,773 |
| Jonathan R. Root CFO and CCO | Sep 1, 2026 | Sale(10b5-1 plan) | −1,554 | $27.46 | $42.67K | 26,292 |
| Gayle Littleton CLO, CCO, CAO & Corp Sec | Aug 11, 2026 | Buy | +7,500 | $26.38 | $197.85K | 7,500 |
| Artie Starrs President & CEO, Director | Aug 10, 2026 | Buy | +10,000 | $25.89 | $258.90K | 25,000 |
| Jonathan R. Root CFO and CCO | Aug 3, 2026 | Sale(10b5-1 plan) | −1,554 | $24.88 | $38.66K | 27,846 |
| Daniel J. Nova Director | Jul 31, 2026 | Buy | +40,000 | $24.57 | $982.80K | 47,605 |
| Jonathan R. Root CFO and CCO | Jul 1, 2026 | Sale(10b5-1 plan) | −1,554 | $24.44 | $37.98K | 29,400 |
| Jonathan R. Root CFO and CCO | Jun 1, 2026 | Sale(10b5-1 plan) | −1,554 | $23.87 | $37.09K | 30,954 |
| Matthew J. Reintjes Director | May 21, 2026 | Award | +2,479 | – | – | 2,479 |
| Daniel J. Nova Director | May 21, 2026 | Award | +4,742 | – | – | 7,605 |
| Jonathan R. Root CFO and CCO | May 19, 2026 | Sale(10b5-1 plan) | −1,554 | $24.21 | $37.62K | 32,508 |
| Troy Alstead Director | May 14, 2026 | Option exercise | +6,015 | – | – | 41,249 |
| Lori Ann Flees Director | May 14, 2026 | Option exercise | +6,015 | – | – | 17,223 |
| Jr James D. Farley Director | May 14, 2026 | Option exercise | +6,015 | – | – | 22,220 |
| Maryrose Sylvester Director | May 14, 2026 | Option exercise | +6,015 | – | – | 27,890 |
| Allan C. Golston Director | May 14, 2026 | Option exercise | +3,008 | – | – | 7,310 |
| Rafeh Masood Director | May 14, 2026 | Option exercise | +6,015 | – | – | 13,495 |
| Paul J. Krause Chief Legal Officer | May 11, 2026 | Sale(10b5-1 plan) | −1,564 | $26.00 | $40.66K | 30,012 |
| Charles Do Sr. Vice President, HDFSI | Mar 12, 2026 | Sale | −4,241 | $18.10 | $76.76K | 183 |
| Lori Ann Flees Director | Mar 9, 2026 | Buy | +4,000 | $18.89 | $75.56K | 11,208 |
| Artie Starrs President & CEO, Director | Mar 9, 2026 | Buy | +15,000 | $19.10 | $286.50K | 15,000 |
| Rafeh Masood Director | Feb 27, 2026 | Buy | +2,775 | $18.00 | $49.95K | 7,480 |
| Jr James D. Farley Director | Feb 25, 2026 | Sale | −6,454 | $18.71 | $120.75K | 16,205 |
| Jonathan R. Root CFO and CCO | Feb 17, 2026 | Award | +2,800 | – | – | 34,883 |
| Jonathan R. Root CFO and CCO | Feb 17, 2026 | Tax withholding | −821 | $20.42 | $16.76K | 34,062 |
| Glen Koval SVP Motorcycle Development | Feb 17, 2026 | Tax withholding | −742 | $20.42 | $15.15K | 13,898 |
| Glen Koval SVP Motorcycle Development | Feb 17, 2026 | Award | +2,287 | – | – | 14,640 |
| Paul J. Krause Chief Legal Officer | Feb 17, 2026 | Tax withholding | −1,766 | $20.42 | $36.06K | 31,576 |
| Paul J. Krause Chief Legal Officer | Feb 17, 2026 | Award | +3,757 | – | – | 33,342 |
| Tori Termaat Chief Human Resources Officer | Feb 17, 2026 | Tax withholding | −1,239 | $20.42 | $25.30K | 16,761 |
| Tori Termaat Chief Human Resources Officer | Feb 17, 2026 | Award | +2,538 | – | – | 18,000 |
| Paul J. Krause Chief Legal Officer | Feb 13, 2026 | Tax withholding | −1,766 | $20.42 | $36.06K | 31,576 |
| Paul J. Krause Chief Legal Officer | Feb 13, 2026 | Award | +3,757 | – | – | 33,342 |
| Jonathan R. Root CFO and CCO | Feb 13, 2026 | Tax withholding | −821 | $20.42 | $16.76K | 34,062 |
| Jonathan R. Root CFO and CCO | Feb 13, 2026 | Award | +2,800 | – | – | 34,883 |
| Glen Koval SVP Motorcycle Development | Feb 13, 2026 | Tax withholding | −742 | $20.42 | $15.15K | 13,898 |
| Glen Koval SVP Motorcycle Development | Feb 13, 2026 | Award | +2,287 | – | – | 14,640 |
| Tori Termaat Chief Human Resources Officer | Feb 13, 2026 | Award | +2,538 | – | – | 18,000 |
| Tori Termaat Chief Human Resources Officer | Feb 13, 2026 | Tax withholding | −1,239 | $20.42 | $25.30K | 16,761 |
| Glen Koval SVP Motorcycle Development | Feb 9, 2026 | Tax withholding | −362 | $20.49 | $7.42K | 12,353 |
| Glen Koval SVP Motorcycle Development | Feb 9, 2026 | Option exercise | +968 | – | – | 12,715 |
| Tori Termaat Chief Human Resources Officer | Feb 9, 2026 | Tax withholding | −562 | $20.49 | $11.52K | 15,462 |
| Tori Termaat Chief Human Resources Officer | Feb 9, 2026 | Option exercise | +1,074 | – | – | 16,024 |
| Jonathan R. Root CFO and CCO | Feb 9, 2026 | Option exercise | +1,186 | – | – | 32,431 |
| Jonathan R. Root CFO and CCO | Feb 9, 2026 | Tax withholding | −348 | $20.49 | $7.13K | 32,083 |
| Paul J. Krause Chief Legal Officer | Feb 9, 2026 | Tax withholding | −748 | $20.49 | $15.33K | 29,585 |
| Paul J. Krause Chief Legal Officer | Feb 9, 2026 | Option exercise | +1,590 | – | – | 30,333 |
| Bryan Andrew Beck – | Feb 9, 2026 | Tax withholding | −135 | $20.49 | $2.77K | 1,377 |
| Bryan Andrew Beck – | Feb 9, 2026 | Option exercise | +398 | – | – | 1,512 |
| Charles Do Sr. Vice President, HDFSI | Feb 6, 2026 | Tax withholding | −1,937 | $20.01 | $38.76K | 4,424 |
| Charles Do Sr. Vice President, HDFSI | Feb 6, 2026 | Option exercise | +5,214 | – | – | 6,361 |
| Glen Koval SVP Motorcycle Development | Feb 6, 2026 | Option exercise | +3,929 | – | – | 13,213 |
| Glen Koval SVP Motorcycle Development | Feb 6, 2026 | Tax withholding | −1,466 | $20.01 | $29.33K | 11,747 |
| Tori Termaat Chief Human Resources Officer | Feb 6, 2026 | Option exercise | +3,143 | – | – | 16,594 |
| Tori Termaat Chief Human Resources Officer | Feb 6, 2026 | Tax withholding | −1,644 | $20.01 | $32.90K | 14,950 |
| Jonathan R. Root CFO and CCO | Feb 6, 2026 | Tax withholding | −3,000 | $20.01 | $60.03K | 31,245 |
| Jonathan R. Root CFO and CCO | Feb 6, 2026 | Option exercise | +9,980 | – | – | 34,245 |
| Paul J. Krause Chief Legal Officer | Feb 6, 2026 | Tax withholding | −2,435 | $20.01 | $48.72K | 28,743 |
| Paul J. Krause Chief Legal Officer | Feb 6, 2026 | Option exercise | +4,802 | – | – | 31,178 |
| Bryan Andrew Beck – | Feb 6, 2026 | Tax withholding | −372 | $20.01 | $7.44K | 1,114 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Jonathan R. Root Officer | Sep 1, 2026 | 3,113 | $85.48K | Sep 1, 2026 | Restricted Stock Lapse |
| Paul J. Krause Former Affiliate | Aug 13, 2026 | 3,750 | $100.69K | Aug 13, 2026 | Restricted Stock Lapse - See Remarks |
| Jonathan R. Root Officer | Aug 3, 2026 | 1,554 | $38.66K | Aug 3, 2026 | Restricted Stock Lapse |
| Jonathan R. Root Officer | Jul 1, 2026 | 1,554 | $37.98K | Jul 1, 2026 | Restricted Stock Lapse |
| Jr James D. Farley CEO | Jun 4, 2026 | 16,205 | $392.97K | Jun 4, 2026 | Equity Compensation |
| Jonathan R. Root Officer | Jun 1, 2026 | 1,554 | $37.09K | Jun 1, 2026 | Restricted Stock Lapse |
| Jonathan R. Root Officer | May 19, 2026 | 1,554 | $37.62K | May 19, 2026 | Restricted Stock Lapse |
| Paul J. Krause Officer | May 11, 2026 | 1,564 | $40.66K | May 11, 2026 | Restricted Stock Lapse |
| Charles Do Officer | Mar 12, 2026 | 4,241 | $76.74K | Mar 12, 2026 | Restricted Stock Lapse |
| Jr James D. Farley Director | Feb 25, 2026 | 6,454 | $124.30K | Feb 25, 2026 | Equity Compensation - director fees |
| Luke Christopher Mansfield Officer | Nov 20, 2025 | 11,500 | $266.95K | Nov 20, 2025 | Restricted Stock Lapse - See Remarks |
| Charles Do Officer | Nov 7, 2025 | 4,136 | $105.53K | Nov 7, 2025 | Restricted Stock Lapse |
| Luke Christopher Mansfield Officer | Feb 13, 2025 | 3,400 | $88.26K | Feb 13, 2025 | Restricted Stock Lapse |
| Maryrose Sylvester Director | Oct 30, 2024 | 4,278 | $140.75K | Oct 30, 2024 | Stock Award |
| Michael J. Cave Former Director | Jul 18, 2023 | 37,226 | $1.34M | Jul 18, 2023 | Restricted Stock Lapse |